Insightful Insights
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Down but not out
Russell Muldoon
September 2, 2013
Whilst we do not own the shares in the business and haven’t for some time, we previously commented on a number of headwinds we thought Blackmores was facing. Naturally we read their full year result with interest to see how things are progressing. continue…
by Russell Muldoon Posted in Health Care, Insightful Insights, Value.able.
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Coalition in position to transition
Ben MacNevin
August 30, 2013
With nine days before the election, SportsBet has made the unprecedented move of declaring the Federal Election a one-horse race and has paid out all bets on the Coalition. continue…
by Ben MacNevin Posted in Insightful Insights.
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Best of the Best
Roger Montgomery
August 29, 2013
The peak week for reporting season has a been a good one for plenty of companies owned by Montgomery funds. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Investing Education.
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Here’s a thought
Tim Kelley
August 29, 2013
Imagine a scenario in which you buy a share knowing that you will not be able to sell it. Ever. Instead, the purchase must be justified solely on the basis of the dividends that the share will provide for as long as the company remains in business. When your time is up, you will pass the share on to your descendants. Let’s assume you are fond of your descendants and keen for them to do well.
In this sort of world, how would you think about choosing which shares to own ? continue…
by Tim Kelley Posted in Insightful Insights.
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Meeting Singapore Service
Roger Montgomery
August 28, 2013
Over in Singapore recently, as a guest of my very generous hosts at Singapore Press Holdings, I was delighted to meet the company’s Editor-in-Chief Mr Patrick Daniel and Chief Executive Officer Mr Christopher Lee (see photo). As you would expect in any chat between a value investor and the divisional heads of Singapore’s largest newspaper, I asked about the emerging threat of online classifieds. continue…
by Roger Montgomery Posted in Insightful Insights.
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No V-Shaped Recovery
Roger Montgomery
August 26, 2013
Those of you who are boat owners would know all about the V-Sheet – distress signal. A ‘V’ is also one of the shapes a recovery can take. But while the ‘V sheet’ is an apt alphabetical metaphor for the state that mining services is now confirmed to be in, it isn’t the right shape anyone should be expecting recovery to take. continue…
by Roger Montgomery Posted in Energy / Resources, Insightful Insights.
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Inspecting the Car Industry
Ben MacNevin
August 23, 2013
Automotive Holdings (ASX: AHE) is Australia’s largest automotive retailer and transporter of refrigerated food. While AHE sits outside our investment universe, we enjoy following the company’s performance as management is well placed to comment on the health of the domestic car industry (which has implications for the broader economy). In our latest discussion at the full year results, management noted three key pressures that the company is closely monitoring. continue…
by Ben MacNevin Posted in Insightful Insights.
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Mining services this reporting season
Russell Muldoon
August 19, 2013
Following on from Ben’s post last week on Boom Logistics Limited (BOL), three other mining services sector-related businesses have also reported so far. continue…
by Russell Muldoon Posted in Energy / Resources, Insightful Insights.
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Crouching Tiger, Hidden Warning!
Roger Montgomery
August 16, 2013
Listen up! You might not get too excited about bonds and interest rates but just as gravity pulls everything down on earth, so do rising interest rates affect the value of assets from from stocks to residential property to cotton farms. continue…
by Roger Montgomery Posted in Insightful Insights.
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What does the CBA result tell us about the market?
Tim Kelley
August 15, 2013
Interesting to see the share price reaction to the CBA result today. As we write, CBA shares are off slightly, following yesterday’s announcement of CBA’s record FY13 profit. continue…
by Tim Kelley Posted in Financial Services, Insightful Insights.
